Jeffrey Phillips CFA, CPA in

Jeffrey Phillips CFA, CPA

Visionary · DISC type Ds
Principal at Rehmann Financial
📍 Vero Beach, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
Principal
Job Level
Senior
Location
Vero Beach, Florida, United States
Personality Overview

How Jeffrey shows up

Big Vision Person
Risk Tolerant
Objective Evaluator

They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Jeffrey cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2010
Principal
Rehmann Financial
8-2008
Chief Investment Officer
Rehmann Financial
8-2008 - 12-2013
Director of Operations
Rehmann Financial
11-2000 - 9-2007
Trustee
Oakland Township Board
10-2000 - 1-2005
Associate Account Manager
The Ayco Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 1999
Masters
Walsh College
1994 - 1998
Bachelor of Science (B.S.)
Oakland University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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